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Disclosery

Cohen Capital Management, Inc.: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cohen Capital Management, Inc. on SCHW, newest first. How the timeline and the estimate are built.

Cohen Capital Management, Inc. held 212,385 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 212,385 shares
    Change vs previous 13F -1,981 shares

    2.66% of the 13F portfolio, value $19,596,764.

    13F-HR 0001508120-26-000003 filed by Cohen Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 214,366 shares
    Change vs previous 13F -4,622 shares

    3.13% of the 13F portfolio, value $20,146,117.

    13F-HR 0001508120-26-000002 filed by Cohen Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 218,988 shares
    Change vs previous 13F 0 shares

    3.3% of the 13F portfolio, value $21,879,091.

    13F-HR 0001508120-26-000001 filed by Cohen Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 218,988 shares
    Change vs previous 13F -422 shares

    3.26% of the 13F portfolio, value $20,906,784.

    13F-HR 0001508120-25-000005 filed by Cohen Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 219,410 shares
    Change vs previous 13F -1,050 shares

    3.26% of the 13F portfolio, value $20,018,968.

    13F-HR 0001508120-25-000003 filed by Cohen Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 220,460 shares
    Change vs previous 13F -8,200 shares

    2.96% of the 13F portfolio, value $17,257,609.

    13F-HR 0001508120-25-000002 filed by Cohen Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 228,660 shares
    Change vs previous 13F -160 shares

    2.82% of the 13F portfolio, value $16,923,127.

    13F-HR 0001508120-25-000001 filed by Cohen Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 228,820 shares
    Change vs previous 13F not available

    2.41% of the 13F portfolio, value $14,829,824.

    13F-HR 0001508120-24-000004 filed by Cohen Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).